See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,504 | $93,024+127.4% | $77,024+174.6% | $134,475+57.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.85% | 62.60%-71.4pp | 42.32%-51.2pp | 417.96%-426.8pp |
| Employer contribution / active EE | $2,028 | $3,418-40.7% | $2,812-27.9% | $4,740-57.2% |
| Participant deferral / active EE | $13,520 | $5,238+158.1% | $4,426+205.4% | $6,400+111.3% |
| Admin fee / account holder | $43 | $6,944-99.4% | $5,425-99.2% | $11,426-99.6% |